Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.628 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49719.56 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43681.39 Kr¶
PnL: ---------------------------------------> -1194.19 Kr¶
DD now: ---------------------------------> -6.402 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 11:42:16.441149'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.410000 | 1520.550000 | 97.550000 | 6.860000 | 1423.000014 |
| Hennes & Mauritz B | 6 | -1.060000 | 915.240000 | 3.240000 | 0.360000 | 912.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Nederman Holding | 1 | -4.270000 | 202.000000 | 3.000000 | 1.510000 | 199.000000 |
| JM | 7 | 1.040000 | 949.900000 | -0.100000 | -0.010000 | 950.000002 |
| Eastnine | 6 | -0.370000 | 654.000000 | -3.000000 | -0.460000 | 657.000000 |
| ASSA ABLOY B | 4 | -0.240000 | 986.400000 | -6.600000 | -0.660000 | 993.000000 |
| Atrium Ljungberg B | 5 | 0.110000 | 895.000000 | -9.000000 | -1.000000 | 904.000000 |
| Biotage | 1 | -1.730000 | 139.550000 | -9.450000 | -6.340000 | 149.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| Bufab | 3 | 0.450000 | 1064.400000 | -11.600000 | -1.080000 | 1076.000001 |
| OX2 | 12 | -1.060000 | 897.000000 | -12.000000 | -1.320000 | 909.000000 |
| AcadeMedia | 20 | -0.820000 | 962.000000 | -16.000000 | -1.640000 | 978.000000 |
| BioGaia B | 8 | 0.910000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| Vitrolife | 3 | 0.460000 | 660.000000 | -17.000000 | -2.510000 | 677.000001 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| Latour B | 4 | -1.320000 | 836.800000 | -19.200000 | -2.240000 | 856.000000 |
| Investor B | 3 | -0.160000 | 636.600000 | -21.400000 | -3.250000 | 657.999999 |
| Vitec Software Group B | 2 | -2.080000 | 1082.000000 | -22.000000 | -1.990000 | 1104.000000 |
| SKF B | 5 | 0.660000 | 954.750000 | -25.250000 | -2.580000 | 980.000000 |
| Sandvik | 4 | 0.290000 | 820.800000 | -27.200000 | -3.210000 | 848.000000 |
| Hexatronic Group | 15 | -0.110000 | 1043.400000 | -27.600000 | -2.580000 | 1071.000000 |
| Byggmax Group | 33 | 0.210000 | 937.860000 | -29.140000 | -3.010000 | 966.999990 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Sagax A | 4 | -1.830000 | 856.000000 | -30.000000 | -3.390000 | 886.000000 |
| Sagax B | 4 | -1.520000 | 854.800000 | -30.200000 | -3.410000 | 885.000000 |
| Addnode Group B | 7 | -1.500000 | 874.300000 | -30.700000 | -3.390000 | 904.999998 |
| Alimak Group | 12 | 0.120000 | 973.200000 | -33.800000 | -3.360000 | 1007.000004 |
| Hoist Finance | 36 | 0.000000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Platzer Fastigheter Holding B | 12 | -0.260000 | 906.000000 | -45.000000 | -4.730000 | 951.000000 |
| EQT | 4 | -2.500000 | 828.000000 | -45.000000 | -5.150000 | 873.000000 |
| HEXPOL B | 8 | -3.910000 | 904.800000 | -52.200000 | -5.450000 | 957.000000 |
| Catena | 2 | -0.480000 | 752.800000 | -53.200000 | -6.600000 | 806.000000 |
| Orrön Energy | 170 | -3.310000 | 1986.450000 | -59.550000 | -2.910000 | 2045.999980 |
| Hexagon B | 26 | -0.810000 | 3356.600000 | -63.400000 | -1.850000 | 3420.000012 |
| VEF | 788 | -1.040000 | 1793.490000 | -109.510000 | -5.750000 | 1903.000300 |
| Sedana Medical | 93 | 1.520000 | 2604.000000 | -379.580000 | -12.720000 | 2983.577733 |
| TOTAL | 43681.390000 | -1194.190000 | -6.40205% | 44875.578016 |
Updated:¶
'2023-06-21 11:42:33.643797'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
